Mutual funds & ETFs Archives - Page 15 of 31

Recommendations

Prime recommendation: Book profits on this equity fund

We had taken a positive view on commodities early on, and added the theme through our ‘Economic Revival’ category under Thematic Investing since our inception in January 2020. But we added a commodity fund as part of the Strategic/thematic section in Prime Funds later in March 2021. The call was a bit late but yielded good results. Now we would like to alert you to book profits on this equity fund (NOT sell) and prune it back to your original capital.

Vidya Bala June 2, 2022 6 Comments

Recommendations

Debt fund opportunities – the category that’s at a low

The headlines now are devoted to sliding equity markets and stock opportunities to ‘buy the dip’. But that’s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.

Bhavana Acharya May 29, 2022 21 Comments

Commentary

Governance at mutual funds: What you should know about the inside workings

While one doesn’t know enough yet to comment on the veracity of these allegations, this does shine the spotlight on the issue of governance at mutual funds. There’s a lot of song and dance on whether listed public companies are managed in the interests of their shareholders. But what about mutual funds?
MFs are essentially custodians of public money, where both profits and losses are entirely passed on to unitholders. I give money to a fund manager to deliver a certain return from an asset class. But I am paying a fixed fee to him which he gets whether he does better or worse than the market. This pass-through nature of mutual funds means that the unitholder is most affected when the fund is mis-governed or mis-managed.

R Balakrishnan May 24, 2022 2 Comments

Our response to your comments on our Axis fund call

Commentary

Our response to your comments on our Axis fund call

We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well.

Vidya Bala May 23, 2022 30 Comments

Commentary

What to do with your Axis mutual funds?

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes — Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.

Vidya Bala May 19, 2022 19 Comments

Four passive debt funds to invest right now

Premium

Four passive debt funds to invest right now

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns.

Aarati Krishnan May 12, 2022 60 Comments

Prime Fund Recommendation: A fund for the opportunist in you

Recommendations

Prime Fund Recommendation: A fund for the opportunist in you

Some funds have a clear fundamental strategy that shows in their portfolio construct. When that strategy pays off, they deliver. But many good-to-hear strategies have failed for many mutual funds in recent years. This is partly due to fast-shuffling sector preferences in the market and partly due to high stock weights in the index that funds struggle to replicate. As a result, you see them underperforming key indices.

Vidya Bala May 5, 2022 16 Comments

Mutual funds & ETFs

How to use hybrid funds in Prime Funds in your portfolio

Hybrid funds don’t really suffer from the overlapping drawbacks we pointed out in our explanation on Prime Funds’ equity and debt recommendations. However, we still use our basic logic when it comes to portfolio building – given an investment purpose, which fund will fit that need?

Bhavana Acharya May 1, 2022 No Comments

Mutual funds & ETFs

How to use debt funds in Prime Funds in your portfolio

This is the second to our two-part explanation on how we construct Prime Funds and how to use these fund recommendations to decide allocations. In the first part, we had covered equity funds in depth. In this Part 2, we will cover the debt fund recommendations in Prime Funds.

Bhavana Acharya April 28, 2022 No Comments

Prime Funds: How to build a portfolio with the right allocations

Mutual funds & ETFs

How to use equity funds in Prime Funds in your portfolio

In this two-part series, we’ll explain how to build a portfolio with the right allocations. We also discuss how we categorise funds in Prime Funds and how to use each category in your portfolio. In this first part, we will cover equity funds. In the next, we will take up hybrid and debt funds.

Bhavana Acharya April 26, 2022 No Comments

Changes to Prime Portfolios, our readymade portfolios

Recommendations

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations menu dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

PrimeInvestor Research Team April 12, 2022 13 Comments

Recommendations

Quarterly review – changes to Prime Funds, our fund recommendations

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.

PrimeInvestor Research Team April 6, 2022 15 Comments

PrimeInvestor - Articles and Reports

Prime recommendation: Book profits on this equity fund

Debt fund opportunities – the category that’s at a low

Governance at mutual funds: What you should know about the inside workings

Our response to your comments on our Axis fund call

What to do with your Axis mutual funds?

Four passive debt funds to invest right now

Prime Fund Recommendation: A fund for the opportunist in you

How to use hybrid funds in Prime Funds in your portfolio

How to use debt funds in Prime Funds in your portfolio

How to use equity funds in Prime Funds in your portfolio

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

Quarterly review – changes to Prime Funds, our fund recommendations

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